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For startup legal teams, equity managers & general counsel

Chase missing board consents for equity actions

Every Monday, WebRun opens Carta, finds equity actions (grants, repurchases, or conversions) that are missing a required board consent, identifies the outstanding signatories, posts a chase list to Slack, and sends a direct Telegram reminder to each board member who has not yet signed.

  • No credit card
  • Under $0.01 per run
  • Cancel anytime
14,115 templates Safe automation No code
Every Monday at 9:00 AM WebRun
1 Carta find equity actions missing board consent
2 Slack post chase list to the legal channel
3 Telegram send direct reminders to outstanding signatories
Run a sample
In short

How can I automatically chase board members for missing equity consents?

WebRun checks Carta every Monday for equity actions that lack a required board consent, posts a grouped chase list to your legal Slack channel, and sends a direct Telegram reminder to each board member who has not yet signed. Once a consent is collected, the item drops off the list automatically on the next run.

  • No equity action stalls because a board consent was forgotten
  • Board members get a direct Telegram reminder rather than a buried email thread
  • Consents cleared in Carta drop off the list automatically on the next run

Built for startup legal teams · equity managers · general counsel · chief of staff

Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens app.carta.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    Carta - find equity actions missing board consent
    carta.com How to Automate Carta
    WebRun in Carta: find equity actions missing board consent
    WebRun opens Carta to find equity actions missing board consent.
    • Open Carta and review pending equity actions requiring board approval
    • Identify which consents are outstanding and which board members have not signed
    • Capture the action type, grantee or counterparty, required signatories, and days outstanding

    Done when All equity actions missing a required board consent are listed with outstanding signatories.

  3. 2
    Slack - post chase list to the legal channel
    slack.com How to Automate Slack
    WebRun in Slack: post chase list to the legal channel
    WebRun opens Slack to post chase list to the legal channel.
    • Post a chase list to the legal or equity Slack channel grouped by equity action type
    • Include days outstanding and name the missing signatories for each item
    • Escalate items outstanding more than 7 days to a senior legal contact

    Done when The legal team has a current Slack chase list with every outstanding consent and its status.

  4. 3
    Telegram - send direct reminders to outstanding signatories
    telegram.org How to Automate Telegram
    WebRun in Telegram: send direct reminders to outstanding signatories
    WebRun opens Telegram to send direct reminders to outstanding signatories.
    • Send a direct Telegram message to each board member who has a pending consent
    • Include the action type, relevant entity, and a short instruction to check their Carta inbox
    • Only send reminders once per day per item to avoid spamming board members

    Done when Each outstanding signatory has received a direct Telegram reminder with the action details.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
app.carta.com
ScheduleRuns automatically on this cadence
Every Monday at 9:00 AM
DeliveryHow each run's result reaches you
Consent chase list · Slack
OutputWhat each run produces - A Slack chase list of missing consents by action type plus direct Telegram reminders to each outstanding board signatory.
Text
Setup & safety

Secure by default

Connect once, stays signed in

WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.

Your credentials stay in your own private environment - WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input ALLOW
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

Will it keep reminding board members indefinitely?

No. WebRun sends at most one Telegram reminder per item per day. Once a board member signs in Carta, their name drops off the list on the next run and they receive no further messages.

What types of equity actions are tracked?

WebRun tracks any Carta equity action that requires board approval, including option grants, stock repurchases, and convertible note conversions. You can adjust the action types during setup.

Can it send reminders to board members by email instead of Telegram?

Yes. Swap Telegram for Gmail during setup and WebRun will draft a reminder email per outstanding signatory for your legal team to review and send. Direct messaging goes to Telegram by default.

Put this on autopilot.

Turn it on in minutes - or have our team set it up for you.